West Branch Capital’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Buy |
5,040
+1,775
| +54% | +$323K | 0.27% | 49 |
|
|
2025
Q1 | $518K | Buy |
3,265
+2,658
| +438% | +$422K | 0.17% | 54 |
|
|
2024
Q4 | $73.1K | Hold |
607
| – | – | 0.02% | 137 |
|
|
2024
Q3 | $73.7K | Buy |
607
+7
| +1% | +$850 | 0.03% | 137 |
|
|
2024
Q2 | $60.8K | Hold |
600
| – | – | 0.02% | 148 |
|
|
2024
Q1 | $55K | Hold |
600
| – | – | 0.02% | 156 |
|
|
2023
Q4 | $56.4K | Sell |
600
-300
| -33% | -$28.2K | 0.03% | 151 |
|
|
2023
Q3 | $83.3K | Hold |
900
| – | – | 0.04% | 126 |
|
|
2023
Q2 | $87.9K | Hold |
900
| – | – | 0.04% | 121 |
|
|
2023
Q1 | $87.5K | Hold |
900
| – | – | 0.05% | 121 |
|
|
2022
Q4 | $91.1K | Hold |
900
| – | – | 0.06% | 124 |
|
|
2022
Q3 | $75K | Hold |
900
| – | – | 0.05% | 137 |
|
|
2022
Q2 | $89K | Hold |
900
| – | – | 0.05% | 128 |
|
|
2022
Q1 | $85K | Buy |
900
+200
| +29% | +$18.9K | 0.04% | 142 |
|
|
2021
Q4 | $67K | Sell |
700
-130
| -16% | -$12.4K | 0.03% | 181 |
|
|
2021
Q3 | $79K | Hold |
830
| – | – | 0.04% | 155 |
|
|
2021
Q2 | $82K | Buy |
+830
| New | +$82K | 0.04% | 156 |
|
|
2020
Q1 | – | Sell |
-2,469
| Closed | -$210K | – | 91 |
|
|
2019
Q4 | $210K | Buy |
+2,469
| New | +$210K | 0.15% | 93 |
|
|
2018
Q2 | – | Sell |
-13,037
| Closed | -$1.3M | – | 99 |
|
|
2018
Q1 | $1.3M | Buy |
+13,037
| New | +$1.3M | 1.42% | 24 |
|